Instalr.com Website Review

Manage prospective leads, record qualification criteria and GDPR compliance information. Validate occupier address with address lookup, monitor data match progress. Plan survey and install appointments on the visual Planner. Fill in Deemed Score, Technical or Sales Surveys on your Android phone or tablet. Collect signatures the easiest way - freehand. Multiple signatures per section! Auto rename all docu*ents based on funder naming convention requirements. Allocate tasks and to-do's, monitor progress, alerts and reminders. Produce time consuming compliance docu*entation at the click of a bu*ton. Our system is easy to use and has taken on board feedback from our existing customers, you won't need a 100 page manual to get going! installs you need customers! With instalr you can get customer data into the system in a number of ways. Once in the system you can report on the status of leads, set reminder tasks to follow up, set commission rates, calculate deemed scores, validate addresses, allocate a sales source and lead source add measures and update notes. BOOK When you've added measures, be it a survey or install, you can then book them in using the appointment planner. A calendar view shows all booked in measures, who they are booked to, what status they are at, and all measures ready for booking. When the physical work has been done the next step is to gather all the docu*entation ready for submission. You can upload Survey and Install data, photos and signatures from our mobile app or scan in signed paper docu*ents or upload docu*ents from All uploaded docu*ents are shown clearly so you know which docu*ents you've got and which are outstanding. Docu*ents can be zipped and auto-renamed to suit any naming convention, and can be viewed live on the system. Data is nothing if you can't search it, view it and filter it! With instalr all your data is fully searchable and can be exported to excel. You can view all Customers or installs at a given status, or on a given date, or by installer, or by lead source, open complaints,